Market Overview
Northern Star Disclosure Under Fire: Why Investor Confidence Took a Hit
When execution slips, markets stop listening to the gold story and start questioning trust
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Further Analysis & Commentary
CMRG BHP Iron Ore: Negotiation, Not a Ban
Traders told Reuters that on the first trading day after Golden Week, China Mineral Resources Group (CMRG) offered multiple BHP…
Tariff Shock, Strong USD: What the Sell-Off Means For Australia
Wall Street closed the week sharply lower after fresh tariff threats on China triggered an afternoon air-pocket. The S&P500 fell…
AI Euphoria vs Risk Control: What It Means For Investors
AI rally risk management: Top Australian fund managers are trimming high-beta technology exposure as AI-linked gains propel global indices but…
Australian Asset Heat Map: Records in Gold, Equities and Housing Sentiment
Australia is running hot across three fronts at once. Gold is at a record. The ASX 200 is hovering near…
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Monthly Investor Memo
September 2025